# Follow Up Boss recipes

> Text each new lead from your own number within a minute, and log replies on the person.

Three recipes for Follow Up Boss. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

## How Follow Up Boss connects

- **[Zapier](https://usebluebot.com/docs/zapier)**: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
- **[API](https://usebluebot.com/docs/api)**: Your own code calls BlueBot’s REST API and listens to its signed webhooks.

## Text new leads right away

| Part             | What it is                                   |
| ---------------- | -------------------------------------------- |
| Trigger          | When a new person is added in Follow Up Boss |
| Action           | BlueBot’s **Send Text** action               |
| Connects through | [Zapier](https://usebluebot.com/docs/zapier)                       |

### Steps

1. Start a Zap with Follow Up Boss’s trigger for a new person.
2. Add BlueBot’s Send Text action and map the person’s phone to To.
3. Write the text with their first name mapped in.

### Map the fields

| BlueBot field                | Map it to                                                                                                                                           |
| ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| To                           | The person’s mobile number from Follow Up Boss. US numbers can leave off the +1.                                                                    |
| Text                         | Hi {{first_name}}, this is Jordan with Harbor Realty. I saw your request come in. Would you like to see some homes this week?                     |
| `{{first_name}}` in the text | Follow Up Boss’s first name field.                                                                                                                  |
| Metadata                     | `source` set to `follow-up-boss`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service                      | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.                                                             |

### Test it

Put your own number in **To** and press **Test step**. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with `state: "queued"`. Then map Follow Up Boss’s field back into **To** and turn the Zap on.

## Log replies on the person

| Part             | What it is                                                                    |
| ---------------- | ----------------------------------------------------------------------------- |
| Trigger          | A text comes in (BlueBot’s message.received webhook)                          |
| Action           | A webhook for `message.received` starts it, and Follow Up Boss takes the text |
| Connects through | [API](https://usebluebot.com/docs/api)                                                              |

### Steps

1. Point a BlueBot webhook for message.received at your own endpoint.
2. Find the person by the sender’s number through Follow Up Boss’s API.
3. Log the reply on the person so it shows with the rest of their history.

### Map the fields

| From BlueBot       | Into Follow Up Boss                                                                                                                                                  |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `data.from`        | The phone number to find the person by in Follow Up Boss. It’s in E.164 (`+15555550123`); search by the last 10 digits if Follow Up Boss stores numbers another way. |
| `data.text`        | The words, for a note, a row or a message. Null when the person sent only a picture.                                                                                 |
| `data.received_at` | When it came in, in UTC.                                                                                                                                             |
| `data.files`       | Pictures and voice memos. Each `url` works for an hour, so copy a file you want to keep.                                                                             |
| `data.chat_id`     | Set when the text came in a group chat; null for a one-to-one text.                                                                                                  |

### Test it

Run `bluebot listen --forward-to http://localhost:3000/webhooks`, then text your BlueBot number from another phone. The CLI forwards the event to your handler, signed. BlueBot copies texts from people you’ve texted through it, unless you set **Which chats to copy** to **Everything**.

## Text yourself each new lead

| Part             | What it is                                   |
| ---------------- | -------------------------------------------- |
| Trigger          | When a new person is added in Follow Up Boss |
| Action           | BlueBot’s **Send Text** action               |
| Connects through | [Zapier](https://usebluebot.com/docs/zapier)                       |

### Steps

1. Start a Zap with Follow Up Boss’s trigger for a new person.
2. Add BlueBot’s Send Text action with your own number in To.
3. Put the lead’s name, phone and source in Text.

### Map the fields

| BlueBot field            | Map it to                                                                                                                                           |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| To                       | The person’s mobile number from Follow Up Boss. US numbers can leave off the +1.                                                                    |
| Text                     | New lead: {{name}}, {{phone}}, from {{source}}.                                                                                               |
| `{{name}}` in the text   | Follow Up Boss’s name field.                                                                                                                        |
| `{{phone}}` in the text  | Follow Up Boss’s phone field.                                                                                                                       |
| `{{source}}` in the text | Follow Up Boss’s source field.                                                                                                                      |
| Metadata                 | `source` set to `follow-up-boss`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service                  | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.                                                             |

### Test it

Put your own number in **To** and press **Test step**. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with `state: "queued"`. Then map Follow Up Boss’s field back into **To** and turn the Zap on.

## Before you turn it on

- Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. [Stop words](https://usebluebot.com/docs/concepts/stop-words)
- A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. [Holds](https://usebluebot.com/docs/concepts/holds)
- [Follow Up Boss with BlueBot](https://usebluebot.com/integrations/follow-up-boss) on the integrations page says what else the two do together.
